The Mortgage Pay Down Decision

The Mortgage Pay Down Decision

By Laura West

Debt-free home ownership is a long held financial goal for many Americans.  New homeowners are ingrained with the rule you…

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Social Security Announces 0.3% Benefit Increase for 2017

Social Security Announces 0.3% Benefit Increase for 2017

By Laura West

Social Security announced the 2017 cost-of-living adjustment (COLA) for next year will be 0.3 percent.  The announcement also stated the…

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Why Give Securities To Charity Instead Of Cash?

Why Give Securities To Charity Instead Of Cash?

By Abby Belvin

Want to make a sizable donation to your favorite charity? Of course, you could write out a big, fat check…

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Make Sure That You Comply With All The RMD Rules

Make Sure That You Comply With All The RMD Rules

By Abby Belvin

If you are retired and in your 70s or older, you're generally required to withdraw money from your employer-sponsored retirement…

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Study These Six Higher Education Tax Breaks

Study These Six Higher Education Tax Breaks

By Abby Belvin

Paying for college can be daunting, but federal tax rules provide some relief. With enhancements from the Protecting Americans from…

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How To Improve Chances For College Financial Aid

How To Improve Chances For College Financial Aid

By Abby Belvin

Will your child enter college soon? However much you have managed to save, it may fall short of the very…

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WEST FINANCIAL ADVISORS LLC.

Grow And Protect Your Wealth With Objective Advice

Independent, Comprehensive, Caring

As an independent wealth management firm, West Financial Advisors offers you personalized financial planning services based on your life goals and guided by your best interests.

Our mission is to help you grow and protect the assets you’ve worked hard to earn and build. We put our experience to work for you by:

  • Taking the time to understand your needs and aspirations.
  • Creating a comprehensive financial plan that addresses retirement income, investment management, estate planning, and other concerns.
  • Monitoring your investments and your overall plan objectives.
  • Staying in contact with you on a regular basis.

Attaining financial security is a marathon, not a sprint. Let West Financial Advisors be your trusted partner for the long term. As a Registered Investment Advisor, we offer objective advice on a fee-only basis, free from sales quotas and commissions.

We also help companies that offer retirement plans to their employees. We design and administer closely held business retirement plans with services covering employee benefits, executive compensation and benefits, stock options, restricted stock, and pension analysis.

 

 

 


 

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College Funding for Working Wealthy
The purpose of this report is to inform “Working Wealthy” households (+$100,000 annual income) of key concepts related to planning for post-secondary education funding.  This paper includes information about the cost of college, funding sources, and strategies to help you get ready for it. Click here to receive a free copy of our report so you can start planning for college today!